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Manage Marketing Cloud Connect Settings
Admins access Marketing Cloud Connect for Marketing Cloud Engagement settings and send configuration by navigating to the Engagement object in the Sales or Service Cloud. Admins can configure these settings, including sends, tracking, users, and business units, after the installation and setup process to enable sending through Marketing Cloud Connect.
| Field | Description |
|---|---|
| Username | The username of the Marketing Cloud Engagement API user who connects the accounts. |
| Marketing Cloud Type | Engagement edition type. |
| Send Types | Type of sends available for use through Marketing Cloud Connect. Email must be selected to ensure that sends are enabled for users. |
| Alternate ‘Reply-to’ Options | Allows you to select from a configurable list of names and email addresses to have replies sent. Reply Mail Management must be enabled and configured in Engagement for Reply-To Options to work. |
| Marketing Cloud Deep Link Access | These Edit, New Email, and Go To Marketing Cloud links automatically log in users to Engagement to perform those functions. Use this configuration setting to restrict the use of these deep links within the Marketing Cloud Connect installation. |
| Target Audience | Recipient type that can be selected for sending. Select Report and Campaign to enable sending through Marketing Cloud Connect. Only active campaigns are sendable. With scope by user configuration, you need access to folders containing the desired report to send to them. |
| Exclusion Audience | Audience type that can be excluded from targeted audiences. |
| Retry Failed Sends | If this option is selected, the system retries sending if the system is temporarily unavailable. The option to cancel a send is provided to prevent it from being retried. Retry is only available when a support ticket recipient has been added to this settings page. |
| My Personal Custom Reports | Enabling this option allows sending to reports saved in My Personal Custom Reports folder. This option is available for scope by user account configuration only, as system admins don’t have access to this folder. |
| Restriction | Select the desired restriction level of Marketing Cloud Connect triggered sends to only admins or admins and users. This restriction applies only to the administration of triggered sends, not sending them. |
| Enabled Objects | Set the list of objects that triggered sends can be created for within Marketing Cloud Connect. |
| Support Ticket Recipient | Set an email address of the Salesforce support resource in your company who gets notifications of issues or problems with Marketing Cloud Connect. |
| Logging | Selecting this option starts logging all package-related API calls and associated details. Logging is disabled 60 minutes after it’s enabled. After logging is enabled, the Initiate Logging button changes to a hyperlink that links to the Documents object. From Documents, select Marketing Cloud Documents. |
| Tracking Detail | Select the desired level of tracking data to return to the Sales or Service Cloud from Engagement. |
| Tracking Frequency | Set the desired frequency for tracking data to be updated. We recommend hourly. |
| Number of Days Tracked | Set the number of days that tracking data is returned to the Sales or Service Cloud after the send, up to 365 days. Tracking data is retained in Salesforce after this time period has expired. We recommend 90 days. |
| Campaign Member Tracking | Allows for setting campaign member status based on tracking data. |
| (Advanced setting) Tenant-Specific OAuth Endpoints | Enable tenant-specific OAuth endpoints or remove to use generic endpoints. Use these endpoints to enable security interactions for your integration and protect against service disruptions in authentication. |
- Map Attribute Fields
To personalize communications, map Sales Cloud Contact, Lead, and Account objects in Marketing Cloud Engagement to share attributes across the clouds and enable personalization for Marketing Cloud Connect communications. Multi-org doesn’t support Web Collect or custom field and attribute mapping. - Set Up Service Cloud for Marketing Cloud Connect
Create an app in Service Cloud for Marketing Cloud Engagement. - Map Business Units
Map business units from Marketing Cloud Engagement Enterprise 2.0 accounts across clouds to enable them in Marketing Cloud Connect.
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